NewEdge Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $123M | Buy |
1,358,502
+81,248
| +6% | +$7.58M | 0.44% | 44 |
|
|
2025
Q4 | $114M | Buy |
1,277,254
+82,102
| +7% | +$7.26M | 0.41% | 45 |
|
|
2025
Q3 | $104M | Buy |
1,195,152
+167,769
| +16% | +$14.3M | 0.47% | 34 |
|
|
2025
Q2 | $85.8M | Buy |
1,027,383
+104,425
| +11% | +$8.29M | 0.44% | 37 |
|
|
2025
Q1 | $69.8M | Sell |
922,958
-11,939
| -1% | -$893K | 0.41% | 45 |
|
|
2024
Q4 | $65.7M | Buy |
934,897
+53,262
| +6% | +$3.93M | 0.39% | 48 |
|
|
2024
Q3 | $68.8M | Buy |
881,635
+27,668
| +3% | +$2.07M | 0.45% | 40 |
|
|
2024
Q2 | $62M | Buy |
853,967
+92,441
| +12% | +$6.8M | 0.45% | 40 |
|
|
2024
Q1 | $56.5M | Sell |
761,526
-35,893
| -5% | -$2.56M | 0.49% | 35 |
|
|
2023
Q4 | $55.3M | Sell |
797,419
-195,944
| -20% | -$12.9M | 0.53% | 29 |
|
|
2023
Q3 | $63.9M | Buy |
993,363
+205,186
| +26% | +$13.7M | 0.7% | 17 |
|
|
2023
Q2 | $53.2M | Buy |
788,177
+90,944
| +13% | +$6.17M | 0.6% | 22 |
|
|
2023
Q1 | $46.6M | Buy |
697,233
+28,873
| +4% | +$1.89M | 0.58% | 28 |
|
|
2022
Q4 | $28.4M | Buy |
668,360
+160,264
| +32% | +$9.43M | 0.77% | 20 |
|
|
2022
Q3 | $26.8M | Buy |
508,096
+4,065
| +0.8% | +$239K | 0.44% | 57 |
|
|
2022
Q2 | $29.7M | Buy |
504,031
+31,002
| +7% | +$1.99M | 0.49% | 45 |
|
|
2022
Q1 | $32.9M | Sell |
473,029
-4,327
| -0.9% | -$306K | 0.53% | 46 |
|
|
2021
Q4 | $35.6M | Buy |
477,356
+97,891
| +26% | +$7.36M | 0.54% | 38 |
|
|
2021
Q3 | $28.2M | Buy |
379,465
+133,579
| +54% | +$10.2M | 0.7% | 30 |
|
|
2021
Q2 | $18.4M | Sell |
245,886
-6,438
| -3% | -$486K | 0.49% | 47 |
|
|
2021
Q1 | $18.2M | Sell |
252,324
-94,003
| -27% | -$6.72M | 0.54% | 47 |
|
|
2020
Q4 | $23.9M | Sell |
346,327
-22,060
| -6% | -$1.43M | 0.78% | 28 |
|
|
2020
Q3 | $22.2M | Buy |
368,387
+53,918
| +17% | +$3.25M | 0.77% | 30 |
|
|
2020
Q2 | $18M | Buy |
314,469
+39,211
| +14% | +$2.12M | 0.7% | 38 |
|
|
2020
Q1 | $13.7M | Sell |
275,258
-146,070
| -35% | -$8.69M | 0.66% | 39 |
|
|
2019
Q4 | $27.5M | Buy |
421,328
+46,552
| +12% | +$2.95M | 1.09% | 11 |
|
|
2019
Q3 | $23.1M | Buy |
374,776
+197,331
| +111% | +$11.9M | 1.03% | 13 |
|
|
2019
Q2 | $10.9M | Buy |
177,445
+20,906
| +13% | +$1.28M | 0.67% | 42 |
|
|
2019
Q1 | $9.51M | Buy |
156,539
+28,733
| +22% | +$1.7M | 0.61% | 44 |
|
|
2018
Q4 | $7.03K | Buy |
127,806
+55,112
| +76% | +$3.23M | 0.45% | 54 |
|
|
2018
Q3 | $4.66M | Buy |
72,694
+5,832
| +9% | +$372K | 0.36% | 76 |
|
|
2018
Q2 | $4.19K | Buy |
66,862
+43,324
| +184% | +$2.87M | 0.38% | 78 |
|
|
2018
Q1 | $1.53M | Buy |
23,538
+1,547
| +7% | +$104K | 0.17% | 130 |
|
|
2017
Q4 | $1.5M | Sell |
21,991
-1,663
| -7% | -$108K | 0.2% | 112 |
|
|
2017
Q3 | $1.52M | Buy |
23,654
+12,437
| +111% | +$778K | 0.24% | 104 |
|
|
2017
Q2 | $680K | Buy |
+11,217
| New | +$677K | 0.12% | 162 |
|
Other funds holding IEFA
NewEdge Advisors's IEFA Position: Q1 2026 in Review
NewEdge Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.4% in Q1 2026, buying an estimated $7.58M and bringing the position to 1,358,502 shares worth $123M. The position accounts for 0.44% of the portfolio, ranked #44.
NewEdge Advisors first reported a position in IEFA in Q2 2017 and has held it in 36 quarters since. 2,406 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- NewEdge Advisors held 1,358,502 shares of iShares Core MSCI EAFE ETF worth $123M as of Q1 2026.
- NewEdge Advisors bought 81,248 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.58M.
- iShares Core MSCI EAFE ETF made up 0.44% of NewEdge Advisors's portfolio in Q1 2026, its #44 holding.
- NewEdge Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 36 quarters since.
- 2,406 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.